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Nathan Stibbs

26 Years of Experience
Atlanta, GA
Broker

Nathan Stibbs is a registered investment advisor at Arkadios Wealth Advisors, based in Atlanta, GA, with 26 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
209 advisors
Number of Clients
12,091 clients
Average Client Portfolio
$319K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2827 Peachtree Rd NE, Suite 510, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Nathan is the Vice President of Waterborne, Inc, a biotechnology company, and an approved check signor with access to Quickbooks for payroll, though this takes minimal time. He is also involved with Novus Consultants, a business consulting firm, but this activity is not active.

Employment History
Current Registrations
Arkadios Wealth Advisors
March 2023 - Present · 3 yrs 2 mos
Arkadios CapitalBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Continuum Advisory, LLC
May 2021 - November 2022 · 1 yr 6 mos
Triad Advisors, LLC
March 2003 - April 2021 · 18 yrs 1 mo
Triad Advisors LLCBroker
April 2001 - April 2021 · 20 yrs
Legg Mason Wood Walker, IncorporatedBroker
June 2000 - April 2001 · 10 mos
J.C. Bradford & CO.Broker
July 1999 - June 2000 · 11 mos
Vanguard Marketing CorporationBroker
December 1998 - June 1999 · 6 mos
State Registrations1 state
GA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.